Disciplined Growth Investors

Disciplined Growth Investors as of Dec. 31, 2024

Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 65 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pure Storage Inc Cl A CS (PSTG) 6.6 $346M 5.6M 61.43
Garmin CS (GRMN) 5.6 $293M 1.4M 206.26
Expand Energy Corporation CS (EXE) 5.2 $273M 2.7M 99.55
Arista Networks CS (ANET) 5.1 $266M 2.4M 110.53
Plexus Corp CS (PLXS) 5.0 $262M 1.7M 156.48
Super Micro Computer Inc Com N CS (SMCI) 4.3 $225M 7.4M 30.48
Interdigital CS (IDCC) 4.1 $216M 1.1M 193.72
Alarm Com Hldgs CS (ALRM) 3.4 $179M 2.9M 60.80
Semtech Corp CS (SMTC) 3.2 $167M 2.7M 61.85
Align Technology CS (ALGN) 3.1 $164M 788k 208.51
Akamai Technologies CS (AKAM) 2.9 $154M 1.6M 95.65
Coterra Energy CS (CTRA) 2.7 $143M 5.6M 25.54
Gentex Corp CS (GNTX) 2.6 $137M 4.8M 28.73
Cognex Corp CS (CGNX) 2.6 $137M 3.8M 35.86
Royal Caribbean Group CS (RCL) 2.6 $135M 583k 230.69
Snap On CS (SNA) 2.6 $135M 396k 339.48
Power Integrations CS (POWI) 2.5 $130M 2.1M 61.70
Intuitive Surgical CS (ISRG) 2.4 $127M 244k 521.96
Intuit CS (INTU) 2.3 $122M 194k 628.50
Dolby Laboratories Inc Com Cl CS (DLB) 2.3 $119M 1.5M 78.10
Floor & Decor Hldgs Inc Cl A CS (FND) 2.3 $119M 1.2M 99.70
Microchip Technology CS (MCHP) 2.0 $107M 1.9M 57.35
Autodesk CS (ADSK) 2.0 $105M 356k 295.57
Core Laboratories CS (CLB) 1.8 $95M 5.5M 17.31
Proto Labs CS (PRLB) 1.6 $85M 2.2M 39.09
Lgi Homes CS (LGIH) 1.6 $83M 930k 89.40
Stitch Fix Inc Com Cl A CS (SFIX) 1.4 $71M 17M 4.31
Generac Hldgs CS (GNRC) 1.2 $64M 411k 155.05
Kornit Digital CS (KRNT) 1.2 $62M 2.0M 30.95
Take-two Interactive Software CS (TTWO) 1.2 $61M 329k 184.08
Landstar Sys CS (LSTR) 1.1 $56M 328k 171.86
Powerfleet CS (AIOT) 1.1 $56M 8.4M 6.66
Under Armour Inc Cl A CS (UAA) 0.9 $50M 6.0M 8.28
Msc Indl Direct Inc Cl A CS (MSM) 0.9 $48M 642k 74.69
Gentherm CS (THRM) 0.9 $47M 1.2M 39.92
Strategic Ed CS (STRA) 0.8 $41M 436k 93.42
Ipg Photonics Corp CS (IPGP) 0.8 $40M 556k 72.72
Graco CS (GGG) 0.7 $35M 418k 84.29
Myriad Genetics CS (MYGN) 0.7 $35M 2.6M 13.71
Viasat CS (VSAT) 0.6 $34M 3.9M 8.51
Sps Comm CS (SPSC) 0.5 $29M 155k 183.99
Trex CS (TREX) 0.5 $26M 379k 69.03
Paychex CS (PAYX) 0.4 $23M 167k 140.22
Doubleverify Hldgs CS (DV) 0.4 $23M 1.2M 19.21
Cantaloupe CS (CTLP) 0.3 $15M 1.6M 9.51
Geospace Technologies Corp CS (GEOS) 0.3 $14M 1.4M 10.02
Ceva CS (CEVA) 0.3 $14M 448k 31.55
Progyny CS (PGNY) 0.2 $11M 660k 17.25
Materialise Nv CS (MTLS) 0.2 $11M 1.6M 7.04
Pros Holdings CS (PRO) 0.2 $11M 493k 21.96
Surmodics CS (SRDX) 0.2 $9.1M 230k 39.60
Millerknoll CS (MLKN) 0.2 $8.3M 367k 22.59
Ziprecruiter Inc Cl A CS (ZIP) 0.1 $7.3M 1.0M 7.24
Egain Corp CS (EGAN) 0.1 $6.3M 1.0M 6.23
Soundthinking CS (SSTI) 0.1 $5.9M 450k 13.06
Verint Sys CS (VRNT) 0.1 $5.3M 194k 27.45
Inmode CS (INMD) 0.1 $5.1M 304k 16.70
Fox Factory Hldg Corp CS (FOXF) 0.1 $4.1M 135k 30.27
Mimedx Group CS (MDXG) 0.1 $3.3M 348k 9.62
Stoneridge CS (SRI) 0.0 $1.4M 227k 6.27
Coherus Biosciences CS (CHRS) 0.0 $782k 567k 1.38
Apple CS (AAPL) 0.0 $367k 1.5k 250.42
Microsoft Corp CS (MSFT) 0.0 $286k 679.00 421.50
Broadcom CS (AVGO) 0.0 $280k 1.2k 231.84
Amazon CS (AMZN) 0.0 $276k 1.3k 219.39